Your Free Retirement Assessment

A 3-step process to help you evaluate our services and make an informed decision about working together.

We are retirement planning experts

and we do our best work with:

AGED 50+

Planning to make work optional (or, hell, throw it away altogether)

$600,000 +

You can’t rely on a full Age Pension, and you want to make sure you’re on track


People who value expert help because retirement is too important to guess

Your Free Retirement Assessment

A 3-step process answering the important question of “Am I Ok?” and showing you how to improve your retirement journey (and maybe lower your tax bill, and get some Age Pension along the way – let’s see what we can do!)

1. Schedule 20-Min Call

Scheduling a 20-minute phone call would be super beneficial for both of us. This will give us a chance to chat about your situation and make sure that it aligns with our expertise.

You know what they say, you wouldn’t go to a physio if you needed a dental checkup, right?

So let’s make sure we’re the right fit for you before moving forward. Sound good?

Schedule Your Call ->

2. Deep Dive

Just like a doctor, we believe that diagnosing your situation is crucial before prescribing any solutions.

That’s why our next step is to set up a meeting with our awesome team, whether it’s in-person or virtual.

This one-hour meeting is designed to help us really understand your retirement goals, needs, and concerns, so we can create a personalized plan that fits you perfectly.

It’s all about getting crystal clear on what you want and need, and we’re here to help you do just that!

3. Review Assessment

We’ll go away and work on your Retirement Assessment and Strategy. Once complete (which takes about 2 weeks), we’ll schedule another 1-hour meeting to go over all our findings and recommendations together.

And don’t worry, we’ll explain everything in plain English so you can understand exactly what’s going on.

We’ll give you strategies on how to improve your retirement plan, reduce your taxes, and optimize your investments. Plus, we’ll even fill you in on how to maximize your potential for Age Pension entitlements. It’s all about making sure you’re set up for the retirement you deserve!

Think About It….

At the end of our process, we’re not going to pressure you into making any decisions on the spot. We’re all about building long-term relationships, not just making a quick sale.

So, we’ll simply ask you to take some time and think about it before making any decisions. If you ultimately decide that we’re not the right fit for you, no worries! We’ll still be happy to help you find another professional who’s better suited to your needs. We’re never going to give you a hard-sell or pressure you to say “yes.” We want you to feel confident and comfortable with whatever decision you make.

Step #1 toward more savings and opportunities, smarter investments, less lifestyle risk and better planning.

Step #1: Book Your 20-Minute Call

Let’s answer your questions and ensure we can add value to your retirement planning.

Not quite ready to chat? That’s OK!

Download our free guide to getting your finances ready for retirement.

Send me the Guide

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